Licensed Financial Advisor Assistant

2 days ago

Calgary, AB, Canada Raymond James Ltd. Full-time

Raymond James Ltd. is seeking a Financial Advisor Assistant to support a team of 3 investment advisors in Calgary. You will process security transactions, handle client inquiries, prepare reports, and assist with marketing and day-to-day office duties, delivering exceptional service.

Ideal candidates have at least 3 years of investment industry experience, post-secondary education, and strong MS Office skills. A CIRO IR license is required.